So, in the end, we have the largest PC makers in the world giving a very muted mea culpa, very muted indeed. Nvidia is telling different analysts different stories and not publicly disclosing either what they are saying to the analysts, or what is really going on. The OEMs are also not disclosing the problems, even though some of them have cut deals with Nvidia to pay for half of the recall cost. All of this is material to investors, and quite possibly runs afoul of some pretty serious laws.

The saddest part is the people left holding the bag are the customers. They get flaky laptops that are popping like zits when they are used. To them, they have the pain of dying machines that are out of service for an extended period of time without compensation, and the not dead (yet) machines are given a fix that actively degrades and devalues their machines.